Did You Know?

That in 2008, the total average expense difference between variable annuities and mutual funds was 1.18%
That, as of the fourth quarter 2008, the combined net assets of U.S. variable annuities were valued at $1.2 trillion?
In 2008 fixed annuity assets valued at 556 billion a 9% increase from 2007?
In 2009, the contribution limits range from $5,000-$6,000 for an IRA, $16,500-$22,000 for a 401k and $200,000 plus for a non-qualified annuity?
That the average number of funds per variable annuity contract was 51, in 2008 with an average contract value of $49,200?

Consumers

Tools to Assist in Your Investment Decisions

Annuity Addresses Longevity Issue

Anne Tergesen
Wall Street Journal
12.20.2008

This article reports on growing interest in longevity protection annuities which offer substantially higher returns over traditional immediate annuities.

To view this article, click here.

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